Episode: Forget Retailers: Here's Why Tech Suffers Most from Trump's Tariffs


Stansberry Investors MarketCast Logo
Subscribe
Forget Retailers: Here's Why Tech Suffers Most from Trump's Tariffs

On this week's Investor's Marketcast, John Gillin and Scott Garliss welcome on Dan Ives, Chief Strategy Officer and Head of Technology Research at GBH Insights. Dan is a highly regarded tech analyst, and may be best known for his Wall Street-high price target on Netflix, predicting its stock will hit $500 as a “virtuous cycle” picks up. 

Scott and John ask Dan about the current growth picture in the U.S., and in the technology sector specifically. Dan explains why current growth stories are being underappreciated, despite high earnings expectations, and which names have great growth pictures.

Scott and Dan discuss the current mergers and acquisitions (M&A) landscape, and whether any notable M&A could be on the horizon in the tech space. 

John asks Dan about beaten-up IBM, and if there's any organic growth left in the stock. Dan explains why he's long-term positive on IBM, even as he’s watching the company closely during what he expects to be a pivotal 6-9 months.

Shifting to China, Scott asks Dan about the possible effects of the trade war. Dan tells Scott that he thinks the biggest impact is going to be on the supply chain for companies like Apple, and semiconductors. 

After the interview, Scott and John discuss the Chinese Yuan's recent fall, and what this could mean for U.S. markets. 

John asks Scott about President Trump's comments on the Federal Reserve, and Scott explains why raising interest rates is a good sign for the U.S. economy. 

Scott tells listeners what to look for during the European Commission President Jean-Claude Juncker's visit to the U.S., and why talks of a compromise could move the market higher. 



Stansberry Investors MarketCast
Users who viewed this episode also viewed...

Stansberry Investors MarketCast > Why Tech Keeps Dominating the Broader Bull Market

Your Marketcast hosts recap last week's market movements. Scott notes that the gains are concentrated around a small group of stocks – AMZN up 55% for the year, and NFLX almost 100%, as the tech-laden Nasdaq outpaces the S&P 500 this year by almost 3-to1. Scott and John discuss what that could mean for the S&P 500...

Stansberry Investors MarketCast > Why a U.S./China Trade Resolution Bodes Well for Stocks

On a week where the Dow tacked on another 1.4%, Scott Garliss, John Gillin and Greg Diamond make sense of the “Walmart Week” amid securities’ relative strength vs. oil and gold’s woes, while other commodities like copper slip into an undeniable bear market. The hosts jump into the new developments in the China trade war...

Stansberry Investors MarketCast > Why Tesla Is a 'No-Trade' Stock

John dubs this episode “Hot Spots” because of the deep dive they take into geopolitical flare-ups, starting with Turkey.  John notes the good thing about currency devaluations – that they’re nothing we haven’t seen before. “We’ve had currency problems before… the Russian ruble’s always been a problem, and even three years ago the Chinese yuan when they devalued...
Comments (0)

Login or Sign up to leave a comment.

Log in
Sign up

Be the first to comment.